Help clients thrive while exercising your accounting skills. Interact with providers from a variety of fields over basic math.
- Promptly and respectfully respond to phone and email directing them as necessary.
- Organize and file mail.
- Review invoices and compare to contracts.
- Obtain or confirm receipt of W9.
- Prepare checks, mail/email them to each client’s Board weekly.
- Forward homeowner or contractor requests for reimbursement or invoices without corresponding contracts for Board review, research and respond to questions, compile responses, and follow up with and update the parties regularly.
- Update vendor info in QuickBooks.
- Scan/convert files to PDF, and correctly label and file them.
- Prepare and email Boards monthly financial packets.
- Help Boards update bank signers as needed.
- Review banking products to help clients get the most interest.
- Protect clients’ and company’s values by maintaining information confidentiality.
- Thirty-two hours per week Monday-Thursday 9am-5pm including a paid ten-minute morning break, half hour lunch, and ten-minute afternoon break. All work is in-office.
| Location | Lake Stevens, WA |
| Job Type | Part-time, Employee |
| Year Founded | 2002 |
| Website | https://www.conwellassociatesinc.com |
- Be proficient with Microsoft Word, Excel, Outlook, and Windows as well as Adobe Acrobat and QuickBooks Pro.
- Compose letters and emails with proper grammar and punctuation.
- Work independently and efficiently (quickly and accurately). Effectively organize time for deadline-oriented tasks.
- Comprehend, analyze, interpret, and summarize complex documents.
- Creatively solve problems involving several options using analytical skills.
- Be open to a fast-paced ever-developing environment in which services and processes change (improve) as the company grows.
- Keep a clean workspace.
Conwell Associates, Inc. offers management, bookkeeping, and consulting services to homeowners’ associations and condo communities in the greater Puget Sound area of Washington State. However, we are ever expanding our service area. Our goal is to make every client feel as though we are a caring neighbor offering seasoned insight and fresh innovations to eagerly help address any situation.